iMerge Insurance CRM



The system is designed to provide a complete solution for an Insurance Agency CRM requirements. The default modules are customized and new modules are created to implement the processes as accurately as possible.

For lead generation the system integrates with several lead generating systems (that constantly push leads) and also with agency’s website.

Future Enhancement

  • Commission Calculation and Processing System
  • Automated Commission verification through Carrier provided Commission Statements
  • More intense Data Migration Phases
  • Customized Reporting
  • Ability to have as many addresses as required with Lead/Contact/Account records through structural and view customizations

Main Features

  • Customized Lead Conversion Process
  • Complete business process involving Anticipated Policies and Policies
  • Customizations to handle Carriers and their Products
  • Customized process for handling Household Member with Policies
  • Conversion of Household member to Contact during the Contact selection process
  • Custom Subpanels under different modules going unto 3 levels of hierarchy
  • Structural and view customizations to have as many telephone numbers as required
  • Interfacing with multiple lead generating system
  • Extensive Data Migration Phases for legacy data